Cuadro comparativo de reducción de costos de Mantenimiento.

Globalfilters are user-level or role-levelfilters that control access to case data in a project. For example, in a company that provides insurance services you may have roles associated with different types of insurance. The Household role may have a globalfilter that restricts group members to seeing data associated with household insurance such as building or contents insurance; the Personal role may have a globalfilter that selects only data associated with life and earnings protection insurance; and so on. Alternatively, you might decide to set upfilters based on sales regions, so that members of the Eastern sales group can see details about all insurance types, but only for clients in their area.

For any user or role, you may set the same globalfilter for all projects or you may vary them between projects. Activities that use globalfilters include Survey Results, Export Data, and IBM® SPSS® Data Collection Survey Reporter.

If a user who has a globalfilter is also a member of a role that has a different globalfilter, thefilter at the user level overrides the role-levelfilter. If a user is a member of two roles that have differentfilters for a project, thefilters are combined so that he/she sees data selected by at least one of thefilters.

Suppose you have the following users and roles:

„ UserA belongs to Role1 and Role2

„ UserB belongs to Role2 and Role3

„ UserC belongs to Role2 and Role4 and you set up the following globalfilters:

Project Id User name Role name Globalfilter

ProjectA UserA Region.ContainsAny({Eastern})

ProjectA Role1 Region.ContainsAny({Western})

Role2 Region.ContainsAny({Southern}) Role3 Region.ContainsAny({Northern})

Role4 NOT

Region.ContainsAny({Northern}) When the users access the case data for project A, the followingfilters are applied:

„ UserA: thefilter is Region.ContainsAny({Eastern})

„ UserB: thefilter is Region.ContainsAny({Southern }) OR Region.ContainsAny({Northern})

„ UserC: the filter is Region.ContainsAny({Southern }) OR (NOT Region.ContainsAny({Northern}))

Globalfilters are based on questions in the project’s questionnaire script. In thefirst example, the case data would need to include a question that says what type of insurance the data refers to; in the second example, the case data would need a question that identifies the region in which

each respondent lives. The syntax for defining globalfilters varies slightly depending on the type of question you arefiltering on.

Numeric questions

Tofilter on a numeric question, type:

QuestionName Operator Value

where:

„ QuestionNameis the name of a question in the project’s questionnairefile.

„ Valueis a number.

„ Operatoris one of the following:

= _{Equal to}

<> _{Unequal to}

< Less than

<= _{Less than or equal to}

> _{Greater than}

>= _{Greater than or equal to}

For exampleAge>60restricts the user/role to seeing data for respondents who are older than 60. Text questions

Tofilter on a text question, type:

QuestionName Like "Pattern"

where:

„ QuestionNameis the name of a question in the project’s questionnairefile.

„ Patternis the text with which the data is to be compared. An underscore in the text matches any single character, and a percent sign matches any number of characters, including zero. For example,Postcode Like "TN%"allows the user/role to access all data for postal codes that start with the letters TN.

Categorical questions

To definefilters for categorical questions (single choice or multiple choice responses), type one of the following:

QuestionName Operator Value QuestionName.Function({Value})

where:

„ QuestionNameis the name of a question in the project’s questionnairefile.

„ Valueis the name of a response in the question’s response list. You may enter more than one response name as long as the names are separated by commas.

„ Operatoris one of the following.

= _{Selects data that exactly matches the given value.}

<> Selects data does not exactly match the given value.

< _{Selects data that contains a subset of the listed}

answers but not all of them.

<= _{Selects data that contains one or more of the listed}

answers.

> _{Selects data that contains all the listed answers and} at least one other answer.

>= _{Selects data that contains all specified answers, with}

or without additional answers. „ Functionis one of the following:

ContainsAll Selects data that contains all the specified answers.

ContainsAny Selects data that contains at least one of the specified

answers. For example:

InsuranceType={Household}

gives access to data where the value ofInsuranceTypeis Household and nothing else, whereas: InsuranceType.ContainsAny({Household})

gives access to data where the value ofInsuranceTypeis just Household or Household and some other type of insurance.

Note:ContainsAnyandContainsAllare the most commonly used functions for setting up filters, but you may use any function in the IBM® SPSS® Data Collection Function Library. If you are unable to set up thefilters you want using the methods shown in this topic, refer to the “Data Collection Function Library” topic in the IBM® SPSS® Data Collection Developer Library documentation for details of furtherfiltering keywords.

You can createfilters that combine two or more criteria; for example, household insurance in the east. To do this, type the twofilter expressions one after the other, separated with either “And” or “Or”:

And Both expressions must be true in order for the

user/role to see the data.

Or One or both expressions must be true in order for

the user/role to see the data. Thefilter for household insurance in the east might be:

InsuranceType.ContainsAny({Household}) And Region={East}

Compare this with:

InsuranceType.ContainsAny({Household} Or Region={East}

which gives access to all household data for the eastern region, but also to all data about household insurance in any region and all data about any type of insurance in the eastern region.

Setting up global filters

E Launch the User Administration activity from the Tools menu.

E In the left tree, click theUsers,Roles, orProjects(under the appropriate customer account) for which you want to define a globalfilter. If you are not using customer accounts, clickUsers,Roles, orProjectsunder theSystemaccount. There are various ways of doing this:

E In the left tree, clickUsersorRoles(under the appropriate customer account). If you are not using customer accounts, clickUsersorRolesunder theSystemaccount.

A list of current user or role members appears on the right-hand side of the page.

E Select the appropriate users or roles in the left table, then select the Projects tab in the right table. This displays the projects to which the selected user or role is currently assigned.

Or:

E In the left tree, clickProjectsunder the appropriate customer account. If you are not using customer accounts, clickProjectsunder theSystemaccount.

A list of current projects appears on the right-hand side of the page.

E Select the appropriate project in the left table, then select the Users or Roles tab in the right table. This displays the users or roles to which the selected project is currently assigned.

Figure 1-35

E ClickEdit(located under the Global Filter column) next to the appropriate user or role. This opens the Global Filter Editor dialog box.

E Type thefilter specification and clickOK.

User Administration checks that thefilter syntax is correct and then adds thefilter to the frame on the right of the page.

Note:User Administration cannot check that the question exists in the project or that the value you have entered is valid for the question. If the question does not exist, the user/role will have access to all data. If the question exists but the value is not valid, which data the user/role sees (if any) will depend on the meaning of the expression as a whole. If thefilter isRegion={SouthWest}, for instance, and there is no such category, no data will be available because there is nothing that matches thefilter. On the other hand, if thefilter isRegion<>{SouthWest}, all data will be available because all records will have a value other than SouthWest.

If you have a lot of globalfilters to set up, you mayfind it easier to import them from a spreadsheet rather than specifying them manually one by one. Refer to “Importing Users and Roles” in the User Administration help for details.

E Follow the steps for creatingfilters. When you clickEdit, the dialog box shows the previous filter value. Enter the newfilter and clickOKto have the newfilter replace the existing one in the main frame.

Deleting a global filter

E Follow the steps for creatingfilters. When you clickEdit, the dialog box shows the previousfilter value. Remove thefilter value and clickOK.